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AMAX vs FTBI
Adaptive Hedged Multi-Asset Income ETF vs First Trust Balanced Income ETF
Key differences
- FTBI costs 0.39% less per year.
- AMAX is classified as alternative, while FTBI is mixed asset — different risk/return profiles.
- AMAX follows a option income strategy; FTBI uses index tracking.
- AMAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AMAX | FTBI | |
|---|---|---|
| Annual cost (TER) | 1.36% | 0.97% |
| Fund size (AUM) | $60M | $20M |
| Since | 2009 | 2025 |
| Dividend yield | 10.63% | — |
| Asset class | alternative | mixed asset |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +12.5% | N/A |
| CAGR 3Y | +9.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.60 | N/A |
| Volatility 1Y | 10.01% | — |
| Max drawdown | -16.25% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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